Adamsbrown Wealth Consultants’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $963K | Buy |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.57M | Sell |
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|
2023
Q1 | $1.81M | Buy |
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|
2022
Q4 | $1.72M | Sell |
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|
2022
Q3 | $2.11M | Sell |
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|
2022
Q2 | $7.42M | Sell |
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|
2022
Q1 | $9.24M | Buy |
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|
2021
Q4 | $9.38M | Buy |
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